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AES
AES

Overview Fund Activity

689 hedge funds and large institutions have $18.2B invested in AES in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 239 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+59
Holders Change %
+9.37%
% of All Funds
11.12%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
132
Increased
239
Reduced
223
Closed
61
Calls
$66.3M
Puts
$29.1M
Net Calls
+$37.1M
Net Calls Change
-$2.08M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$600M
2
BlackRock
2
BlackRock
New York
$1.3B
3
Capital World Investors
3
Capital World Investors
California
$2B
4
UBS AM
4
UBS AM
Illinois
$126M
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$52.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$934M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.41B
3
ECP
3
Electron Capital Partners
New York
$253M
4
MGIM
4
M&G Investment Management
United Kingdom
$116M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
501
Lido Advisors
California
$231K +$231K +8,025 New
GBT
502
Grove Bank & Trust
Florida
$230K +$230K +8,000 New
AIP
503
Ameritas Investment Partners
Nebraska
$228K – – –
HNB
504
Huntington National Bank
Ohio
$225K +$374 +13 +0.2%
SAM
505
Smithbridge Asset Management
Pennsylvania
$222K +$222K +7,730 New
HIMC
506
Heritage Investors Management Corp
Maryland
$221K -$39.8K -1,386 -15%
HAIM
507
Hunter Associates Investment Management
Pennsylvania
$218K +$218K +7,576 New
SCA
508
Snowden Capital Advisors
New York
$217K +$217K +7,560 New
BL
509
Balentine LLC
Georgia
$215K +$215K +7,478 New
FMAEN1
510
Fund Management at Engine No 1
California
$212K +$212K +7,356 New
IAIM
511
International Assets Investment Management
Florida
$210K +$210K +7,297 New
Vontobel Holding
512
Vontobel Holding
Switzerland
$210K -$663K -23,044 -76%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$206K +$17.9K +622 +10%
BP
514
Ballentine Partners
Massachusetts
$205K +$205K +7,124 New
FW
515
FirstPurpose Wealth
Utah
$205K +$205K +7,122 New
QPWM
516
Quadrant Private Wealth Management
Pennsylvania
$204K +$204K +7,100 New
UH
517
Unigestion Holding
Switzerland
$203K +$203K +7,055 New
PFM
518
Patton Fund Management
Texas
$203K +$203K +7,044 New
HIIFS
519
Harel Insurance Investments & Financial Services
Israel
$203K +$203K +7,079 New
CA
520
Cetera Advisors
Colorado
$203K +$203K +7,043 New
SOAMC
521
Spirit of America Management Corp
New York
$201K +$86.3K +3,000 +75%
JIC
522
Joel Isaacson & Co
New York
$201K +$201K +7,000 New
OPS
523
Orion Portfolio Solutions
Nebraska
$201K +$201K +6,985 New
IF
524
IRON Financial
Illinois
$201K +$201K +6,973 New
UAML
525
US Asset Management LLC
Pennsylvania
$186K +$186K +6,474 New
19 20
21
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